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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,731 | $57,350-4.6% | $83,850-34.7% | $64,181-14.7% |
| Participation rate | 26.8% | 68.6%-41.8pp | 76.1%-49.4pp | 69.6%-42.8pp |
| Annual return | -8.52% | 11.38%-19.9pp | 850.92%-859.4pp | 7.63%-16.2pp |
| Employer contribution / active EE | $656 | $2,545-74.2% | $3,631-81.9% | $2,381-72.5% |
| Participant deferral / active EE | $1,212 | $2,993-59.5% | $4,082-70.3% | $3,470-65.1% |
| Admin fee / account holder | $5,143 | $4,046+27.1% | $5,478-6.1% | $4,887+5.2% |